PCA

Personal Capital Advisors Portfolio holdings

AUM $20.6B
1-Year Est. Return 13.65%
This Quarter Est. Return
1 Year Est. Return
-13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.36B
AUM Growth
+$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$24.2M
3
+$24M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$17.8M

Top Sells

1
+$2.14M
2
+$930K
3
+$846K
4
CVS icon
CVS Health
CVS
+$824K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$544K

Sector Composition

1 Industrials 6.52%
2 Financials 6.01%
3 Communication Services 5.93%
4 Materials 4.61%
5 Energy 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.9M 0.68%
413,019
+29,521
52
$22.9M 0.68%
322,185
+36,690
53
$22.9M 0.68%
742,988
+76,017
54
$22.5M 0.67%
976,482
+111,786
55
$22.3M 0.66%
538,255
+60,072
56
$21.5M 0.64%
328,458
+32,229
57
$21.4M 0.64%
207,646
+15,240
58
$19.5M 0.58%
532,559
+36,972
59
$18.3M 0.55%
250,940
+16,879
60
$17.8M 0.53%
807,774
+57,178
61
$17.6M 0.52%
557,795
+34,815
62
$17.5M 0.52%
189,632
+16,531
63
$17.4M 0.52%
195,908
+16,700
64
$16.8M 0.5%
440,807
-11,437
65
$16.7M 0.5%
1,348,280
+115,440
66
$16.6M 0.49%
305,194
+49,715
67
$16.3M 0.48%
273,026
+4,099
68
$15.9M 0.47%
152,572
+13,090
69
$15.9M 0.47%
201,283
-10,443
70
$15.8M 0.47%
352,396
+44,672
71
$15.8M 0.47%
464,779
+41,781
72
$15.7M 0.47%
380,818
+38,833
73
$15.2M 0.45%
108,131
-2,786
74
$14.8M 0.44%
125,134
+8,844
75
$14.6M 0.43%
461,470
+46,310
1 2
3
4 5